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PepsiCo

3,319 hedge funds and large institutions have $175B invested in PepsiCo in 2023 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,330 increasing their positions, 1,327 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,319
Holders Change
+150
Holders Change %
+4.73%
% of All Funds
48.65%
Holding in Top 10
132
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-22.81%
% of All Funds
1.93%
New
319
Increased
1,330
Reduced
1,327
Closed
118
Calls
$1.75B
Puts
$1.57B
Net Calls
+$177M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
1676
Key Financial Inc
Pennsylvania
$1.64M
RRA
1677
Round Rock Advisors
Connecticut
$1.64M
AAIM
1678
Asset Advisors Investment Management
Georgia
$1.63M -$70.5K -415 -4%
DA
1679
Dover Advisors
Virginia
$1.63M -$479K -2,799 -23%
SAM
1680
S.A. Mason
Michigan
$1.63M +$115K +680 +8%
MCCP
1681
Mission Creek Capital Partners
California
$1.63M -$53.7K -316 -3%
FHWM
1682
Fox Hill Wealth Management
Massachusetts
$1.61M +$1.61M +9,485 New
CNAM
1683
Campbell Newman Asset Management
Wisconsin
$1.61M
NL
1684
NWAM LLC
Washington
$1.61M +$642K +3,781 +67%
GWCM
1685
Godshalk Welsh Capital Management
Pennsylvania
$1.6M -$59.4K -350 -4%
MPPW
1686
Mitchell & Pahl Private Wealth
Oklahoma
$1.6M -$44K -259 -3%
AWM
1687
Accurate Wealth Management
Florida
$1.6M -$2.1M -12,615 -57%
BP
1688
BBR Partners
New York
$1.59M +$953K +5,609 +149%
ARC
1689
Advisor Resource Council
Texas
$1.58M +$1.28M +7,557 +428%
WCMN
1690
Westchester Capital Management (Nebraska)
Nebraska
$1.58M +$477K +2,810 +43%
WP
1691
WealthShield Partners
North Carolina
$1.58M -$25.7K -150 -2%
BSAM
1692
Blue Square Asset Management
New York
$1.57M -$10.2K -60 -0.6%
AIM
1693
Alhambra Investment Management
Florida
$1.57M +$2.04K +12 +0.1%
PWA
1694
Primoris Wealth Advisors
Florida
$1.57M +$1.57M +9,234 New
MPI
1695
Mairs & Power Inc
Minnesota
$1.57M +$1.36K +8 +0.1%
RA
1696
Rockingstone Advisors
Massachusetts
$1.56M -$48.2K -284 -3%
PAM
1697
Paradigm Asset Management
New York
$1.56M -$34K -200 -2%
EIM
1698
Essex Investment Management
Massachusetts
$1.56M -$30.7K -181 -2%
AIIMS
1699
Analyst IMS Investment Management Services
Israel
$1.56M
KCM
1700
Kathmere Capital Management
Pennsylvania
$1.56M -$563K -3,314 -27%